Customer Service

23 articles

Subcategories

Login Issues / Locked Account - Reset your Password

Reset your password and login issues

Collecting Logs from Neat's Self Service Portal

If you are experiencing an issue via the Self Service Portal, we will need the below information to resolve this problem. Along with gathering the below info, please also provide screenshots and spec…

Meeting Electronic Document Requirements for the IRS

Is Neat Cloud Service HIPAA Compliant?

Remote Assistance

Opting In or Out of Neat Emails

Account Partially Set Up

Neat Hardware Exit

Remote Support Connection Guide

Neat Ecosystem FAQs

Delete your Neat Account & Account Data

You can have your user information and data stored in Neat permanently deleted by following the steps below. At the moment, you can only complete these steps via the Neat Mobile application. How to p…

Manage your Account with the Neat Self Service Portal

Billing Partner Portal

Update your Account Information with the Self Service Portal

Update Credit Card

Update credit card

VISA Return Authorization Mandate

Visa has recently instituted a global change in how refunds are required to be processed. While the intent of this is to improve visibility and the customer experience, there are situations where the…

Manage your Subscription

Learn how to manage your subscription via the Neat Self Service Portal, the Neat mobile app, or via our support team. Access Self Service Portal. Open your Neat software or login into the Neat Cloud…